
As 2022 draws to a close and the New Year dawns, we need to think of…tax planning! Some years Congress tweaks the laws more than in other years. While 2022 held plenty of events: the war in Ukraine, an improved “bivalent” coronavirus vaccine addressing new coronavirus variants, the U.S. midterms elections, etc., it was a relatively quiet year for legislative changes impacting planning. Still, even in a quiet year, some things change due to inflation increases, etc. Click here to read more.
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- What the GOP’s Mega Tax Bill Means for Your Legacy Planning - February 28, 2026
- Integrating Financial Planning and Legal Strategies: Meet Your Attorney - February 18, 2026
